Tools

PPM Transformation Plan Template

Use this comprehensive, easy-to-customize, boardroom-ready presentation template to document and communicate your PPM transformation plan to your IT and business partners.

PPM Transformation Workbook

Use this Excel-based workbook to plan your Exponential IT journey and accurately identify your readiness, needs, and goals.

AI for PPM Use Case Analysis Workbook

This Excel-based workbook contains a customizable library of AI use cases and a framework for identifying and prioritizing those most relevant to your PPM challenges and...

Crush Your Product Launch Workbook

This workbook is designed to help marketers ensure launch readiness. It should be completed after reviewing the Crush Your Product Launch blueprint.

FinOps Vendor Evaluation Workbook

This spreadsheet helps you formalize selection of cloud cost management platforms and set starting point for platform evaluation.

Live Event Checklist

Ensure every task is completed at the right time.

BI User Perception Survey

A structured tool to collect and analyze BI end-user perception and satisfaction.

BI Practice Assessment Tool

A structured tool to help you evaluate the gap between your current and target state and build a roadmap to ensure success.

Tech-Enabled Initiatives for Core Finance/Procurement Functions Workbook

Use this Excel tool to document IT's collaborative initiatives with the leaders of your organization's finance and procurement functions to improve their data quality,...

IT Financial Management System Design Workbook

Use this Excel workbook to document the outcomes of your IT financial management system design effort.
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